WHO are we looking for?

CAPTRUST is seeking a Financial Advisor who will assist in bringing new clients to the firm as well as create comprehensive wealth management solutions for affluent clients, helping to align financial goals. The successful candidate will join an established wealth management team in providing independent advice and personalized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

• Identify, solicit, establish, develop, and manage new client relationships
• Provide ongoing financial planning and advise on the construction of financial plans including cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning
• Conduct regular portfolio reviews and implement changes, adjustments, rebalancing, raise cash, etc. in collaboration with CAPTRUST’s research and trading teams
• Service existing client relationships (including calling, scheduling, meeting, corresponding, and addressing requests as well as coordinating money and asset movements, and trade flow requests via workflow) with the highest level of service and prompt follow-up with the client

Minimum Qualifications:

• Required to successfully pass and obtain Series 65 license within 90 days of hire date
• Required to successfully pass and obtain the Certified Financial Planner (CFP) designation within 24 months of hire date
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

Desired Qualifications/Skills:

• Knowledge of or exposure to eMoney or similar financial planning software
• Strong communication skills, both written and verbal
• Strong interpersonal skills, includes being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team.

• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Company discretionary bonus.
• Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

700 N. Saint Mary’s, Suite 100 | San Antonio, TX 78205

Due to the nature of the role, this is not a remote or work from home position. #LI-onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.

This position will remain open until filled.